How to Add New Appointment Details from Cliniko to Google Sheets Using Pabbly Connect

Learn how to integrate Cliniko with Google Sheets using Pabbly Connect for automated appointment details management. Step-by-step tutorial included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Cliniko and Google Sheets Integration

In this section, we will discuss how to set up Pabbly Connect to facilitate the integration between Cliniko and Google Sheets. Start by accessing your Pabbly Connect dashboard, which can be reached after signing up for a free account.

Once you are on the dashboard, create a new automation workflow. Here are the steps to follow:

• Click on ‘Create Workflow’.
• Name your workflow (e.g., ‘Cliniko to Google Sheets’).
• Select the appropriate folder for your workflow.

After creating the workflow, you will see two windows: the trigger window and the action window. The trigger window is where we will set up the connection to Cliniko.

2. Connecting Cliniko to Pabbly Connect

To connect Cliniko with Pabbly Connect, you need to set the trigger event. Search for Cliniko in the trigger app section and select it. Then, choose the trigger event as ‘New Individual Appointment Created’.

Next, click on ‘Connect’ and select ‘Add New Connection’. You will need to enter your API Key and Shard from your Cliniko account. Here’s how to retrieve your API Key:

• Go to your Cliniko account dashboard.
• Navigate to ‘My Info’ and select ‘Manage API Keys’.
• Click on ‘Add API Key’ and create a key for Pabbly Connect.

After entering the API Key and Shard, save the connection. Now, you can test the connection by clicking on ‘Save and Send Test Request’ to check if the latest appointment details are received in Pabbly Connect.

3. Getting Patient Details from Cliniko

After setting up the trigger, the next step involves fetching detailed patient information. This is done by adding an action step in Pabbly Connect. Choose Cliniko again as the action app and select ‘Get Patient Details’ as the action event.

Connect using the existing Cliniko connection. You will now need to input the Patient ID. To do this, turn on the mapping option and select the Patient ID from the trigger response. This ID can be found in the ‘Patient Link’ response from the previous step.

To extract the Patient ID, use the Text Formatter feature in Pabbly Connect:

Add an action step and select Text Formatter. Choose ‘Split Text’ as the action event. Map the Patient Link response and use the slash as a separator to get the last value.

Once you have the Patient ID, map it into the Cliniko action step and test it to ensure the correct patient details are fetched.

4. Formatting Appointment Dates and Times

After obtaining patient details, it’s essential to format the appointment dates and times correctly. Use the DateTime Formatter feature in Pabbly Connect to adjust the time zone and format.

Here are the steps to format the start and end dates:

Add a new action step and select DateTime Formatter. Choose ‘Format Date with Time Zone’ as the action event. Map the start date from the trigger response and set the format and time zone.

Clone this step to format the end date similarly. This allows you to ensure both dates are in the correct format and time zone before sending them to Google Sheets.

5. Sending Appointment Details to Google Sheets

The final step is to send all the formatted appointment details to Google Sheets. In Pabbly Connect, select Google Sheets as the action app and choose ‘Add New Row’ as the action event.

Connect your Google Sheets account by signing in and selecting the spreadsheet and sheet where you want to add the data. Map the fields from the previous steps, including appointment ID, patient name, email, mobile number, and formatted dates.

Map the Appointment ID from the Cliniko trigger response. Map the Patient Name and other details from the Get Patient Details action. Ensure all fields are correctly mapped before sending the request.

Finally, click ‘Save and Send Test Request’ to confirm that the appointment details are successfully added to your Google Sheets. You should see a new row with all the details populated correctly.

Conclusion

In this tutorial, we covered how to use Pabbly Connect to automate the process of adding new appointment details from Cliniko to Google Sheets. This integration allows for seamless data management and enhances workflow efficiency.

By following the steps outlined, you can set up this automation and ensure that all appointment details are accurately captured in your Google Sheets without manual entry. Automate your workflow today with Pabbly Connect and improve your productivity.